Pathstone Family Office’s LHC Group LLC LHCG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-11,486
| Closed | -$1.84M | – | 1548 |
|
2022
Q4 | $1.84M | Sell |
11,486
-1,814
| -14% | -$291K | 0.02% | 523 |
|
2022
Q3 | $2.18M | Buy |
13,300
+5,472
| +70% | +$895K | 0.02% | 411 |
|
2022
Q2 | $1.22M | Buy |
7,828
+2,014
| +35% | +$314K | 0.03% | 304 |
|
2022
Q1 | $1.02M | Buy |
5,814
+1,782
| +44% | +$313K | 0.02% | 322 |
|
2021
Q4 | $553K | Sell |
4,032
-2,871
| -42% | -$394K | 0.01% | 522 |
|
2021
Q3 | $1.08M | Buy |
6,903
+1,030
| +18% | +$162K | 0.03% | 272 |
|
2021
Q2 | $1.18M | Buy |
5,873
+2,171
| +59% | +$435K | 0.04% | 233 |
|
2021
Q1 | $708K | Buy |
3,702
+3,698
| +92,450% | +$707K | 0.02% | 275 |
|
2020
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 1104 |
|
2020
Q3 | $1K | Sell |
4
-4
| -50% | -$1K | ﹤0.01% | 777 |
|
2020
Q2 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 653 |
|